Global Scans · Energy Tech · Weekly Summary

• [New] Drivers: Full integration into the core banking systems of the G20, XRP acting as the primary liquidity bridge for the majority of the world's CBDCs, and a massive supply squeeze as the 2030 Net Zero climate goals favor energy-efficient XRPL over Proof-of-Work systems. KuCoin
• [New] As AI compute density continues rising globally, liquid cooling technologies are expected to become a foundational infrastructure layer supporting scalable, energy-efficient, and high-performance AI datacenter operations. Morningstar, Inc.
• [New] Combined, solar and battery storage (which banks excess energy for use when the sun's not shining) accounted for 79% of power generation brought online in 2025 and are expected to continue to grow by 49% before the Inflation Reduction Act tax credits expire at the end of 2027. Hendersonville.com
• [New] While exposure to AI-driven equities remains strong due to their earnings visibility, investors are increasingly looking toward real assets and commodity-linked sectors such as logistics, shipping, and infrastructure as potential hedges against energy-driven inflation risks. Economic Times
• [New] Central and Eastern Europe shows the fastest relative growth, driven by transport and logistics, while Southern Europe is mixed: Turkey's rapid growth will be underpinned by urbanization and transport; Spain and Italy will prioritise social infrastructure and power. PwC
• [New] An industry group, solar, wind and energy storage capacity will double in Canada by 2035, based on the projects recently approved by provincial utilities. CBC
• [New] Rabobank recently revealed that it expects food price inflation in Europe to build throughout 2026 and intensify in 2027, driven by the surging energy costs from the geopolitical tensions in the Middle East, which affect food production, packaging, logistics, and agricultural inputs. CNS Media
• [New] Reflecting the pace of electrification, by 2050, annual investment in power storage will be US$ 91 billion - 3.7 times 2024 levels, while transmission and distribution spending will grow 2.6 times to US$ 472 billion. PwC
• [New] For the forecast period, EIA expects utility-scale battery energy storage to surge from 44,630.7 MW to 67,549.6 MW - an increase of 51.4%. Electrek
• [New] The U.S. power grid is already enormous, with more than 600,000 miles of high voltage transmission lines and more than 6.3 million miles of distribution lines, yet transmission systems will still need to double or triple by 2050 to reliably meet growing demand. Big Think
• [New] DTE plans to add energy storage to serve data centers. Morningstar, Inc.
• [New] Energy storage installations are projected to reach 301 GWh in 2026, while plug-in hybrid electric vehicle sales are expected to hit 22.77 million units, representing a 16.8% increase from 2025 levels. Discovery Alert
• [New] Standalone and co-located battery energy storage systems deals are rising, with strong growth underpinned by additions expected through 2026, with the United States projected to be installing almost 15 GW of new BESS capacity in 2026. Yahoo Finance
• [New] The next four years will see utility scale battery storage energy service models move from simple hardware ownership to Battery-as-a-Service. AnengJi Energy
• [New] The delivery of STEP will give UK Fusion Energy expertise that it can export and Intellectual Property (IP) that it can license into the fusion industry and adjacent sectors whilst playing an essential role in supporting the delivery of new private sector fusion plants. GOV.UK
• Advances in synthetic biology & fusion energy will influence global sustainability efforts, while next-generation materials will enable lighter, stronger & more efficient technologies. UnfoldLabs
• Demand for long-lasting energy storage is accelerating and that offers a rare opportunity for U.S. and European clean technology companies to compete with China in its globally dominant battery sector. Los Angeles Times
• By 2026, energy storage capacity is expected to grow by more than 25%, ensuring consistent supply even during low-generation periods. / India Tata Power

Last updated: 10 May 2026